Filing: 0002021658-25-000002
Total Filing Value
$383.29MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | COM | 594918104 | $20,507,717 | 41,229 | — |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13,482,192 | 23,735 | — | |
| LISTED FDS TR | HORIZON KINETICS | 53656F623 | $7,898,652 | 187,305 | — | |
| ISHARES TR | EFA | MSCI EAFE ETF | 464287465 | $7,395,503 | 82,733 | — |
| ISHARES TR | EFA | MSCI EAFE ETF | 464287465 | $6,902,875 | 77,222 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $6,858,504 | 43,411 | — |
| ISHARES TR | IVV | CORE S&P500 ETF | 464287200 | $6,608,239 | 10,643 | — |
| APPLE INC | AAPL | COM | 037833100 | $6,457,110 | 31,472 | — |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6,428,871 | 35,374 | — | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5,304,608 | 10,920 | — | |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | $4,698,577 | 75,346 | — | |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $4,517,408 | 28,593 | — |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | 922042858 | $3,928,558 | 79,429 | — |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | CL A | 084670108 | $3,644,000 | 5 | — |
| ISHARES TR | IWP | RUS MD CP GR ETF | 464287481 | $3,560,054 | 25,671 | — |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | 922908512 | $3,550,362 | 21,588 | — |
| BROADCOM INC | AVGO | COM | 11135F101 | $3,433,496 | 12,456 | — |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $2,949,619 | 5,347 | — | |
| EXXON MOBIL CORP | XOM | COM | 30231G102 | $2,803,662 | 26,008 | — |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | 922908512 | $2,785,295 | 16,936 | — |
Rows:
1–20 of 1060
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